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Search and Book Professionals Easily

TAAX App, your reliable partner in connecting you with certified and verified financial service providers. Say goodbye to the guesswork and time-consuming searches. With TAAX App, it's never been easier to locate top professionals in your city or virtually anywhere you need their expertise.

Accounting

Certified and Verified Professionals

Need assistance with tax preparation? Planning for a secure financial future? Our network of experienced professionals are ready to assist you.

TAAX App ensures that all profiles listed on our platform are certified professionals. Rest assured that you will receive only top-quality services from trusted industry experts. Locate top professionals in your city or virtually anywhere that you want to search.

Physical Locations and Virtual Offices

Whether you prefer face-to-face meetings or virtual consultations, TAAX App has got you covered. Easily connect with professionals who offer physical locations or provide virtual services to suit your convenience.

You can message, call and video chat with any of the professionals free of charge. Schedule appointments, share documents, communicate and save time using TAAX App.

Recommended Services

Secure Document Sharing and Communication

No more hassle of emailing sensitive documents back and forth. TAAX App allows you to securely share documents directly with your chosen professional, ensuring confidentiality and efficiency.

Communicate with your chosen financial professional seamlessly through our built-in messaging system. Schedule calls or have video chats to discuss your financial matters comfortably.

TAAX App for Professionals

Put Your Office on Autopilot

TAAX APP saves you time and money with all of your essential business tools set into a single powerful All-in-One dashboard.
With our suite of office tools scheduling becomes effortless and your workflow is seamless.

Tax Software

Client Portal

Appointments

Video Meetings

Messaging

E-Signatures

Modern, cloud-based tax software for professionals

File everything from 1040 to 1120 returns and more from any device.

  • Effortless e-filing

  • Easy data entry wizard

  • EFIN flexibility

  • Bank products and refund advances

  • Unlimited users

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Increase brand awareness

Personalized service,
perfectly simplified

Enhance Your Client Relationships
with a user-friendly portal Client Portal.

  • Appointment booking

  • Secure file transfer

  • Video meetings

  • Instant messaging

  • Real time updates

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Multi-user, multi-office,
multi-service or multi-team

Seamlessly integrated into our
customer booking platform.

  • Auto approval

  • Automated reminders

  • Last-minute cancellations

  • Instant bookings

  • Direct connections

  • Business URL

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Connect anytime, anywhere
with seamless collaboration

The world is virtual, and so should
your business!

  • User-friendly app

  • Direct connections without links

  • No 3rd party apps needed

  • Secure end to end encryption

  • Instant meetings

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Enhanced client
communication: Secure
messaging

Stay connected with your clients and
provide exceptional service before,
during, and after appointments.

  • Direct messaging

  • File sharing

  • Mobile notifications

  • Email reminders

  • Team Chat

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Enterprise-grade security
and compliance

Easy authentication with a
secure, seamless experience.

  • In-app signing

  • KBA legally-binding

  • IRS compliant

  • SOC 2 type II certified

  • HIPAA, CCPA, MISMO

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See Pro Features List your Business

Professionals list your business on the TAAX App Marketplace

No credit card required

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